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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,043 | $202,342+116.5% | $172,753+153.6% | $152,909+186.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.80% | 1029.88%-1013.1pp | 803.00%-786.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $26,341 | $5,857+349.7% | $5,144+412.1% | $4,764+452.9% |
| Participant deferral / active EE | $19,692 | $5,948+231.1% | $5,198+278.9% | $5,851+236.5% |
| Admin fee / account holder | $94,556 | $17,112+452.6% | $13,956+577.6% | $11,601+715.1% |